Ownership history in Lipe & Dalton Β· 28 quarters on record
This page tracks every 13F SEC filing in which Lipe & Dalton reported a position in Goldman Sachs Group Inc (GS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Lipe & Dalton outperformed the S&P 500 by +13.7% annually on this GS position. Timing score: 41% (11/27 decisions correct). Average cost basis: $145.63. Maximum drawdown during holding period: β32.4%.
π₯ Exceptional β beat the S&P 500 by 13.7% per year on this position.
27 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
11 of 27 add/trim decisions correct
Best entry: $141.18 (2018 Q4) Β· Worst: $268.60 (2022 Q3)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 24 trims. Bought during 1 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Lipe & Dalton has been actively increasing its GS allocation β a bullish signal from insiders.
Currently 6.53% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size